Difference between revisions of "Overview of Pay, Invoice & Report Process"
Jump to navigation
Jump to search
| Line 21: | Line 21: | ||
| style="text-align: center; font-weight: bold;" | + Add Pay Code | | style="text-align: center; font-weight: bold;" | + Add Pay Code | ||
|} | |} | ||
| + | |||
| + | |||
| + | ==Pay & Invoice Processing | ||
{| class="wikitable" | {| class="wikitable" | ||
| − | ! colspan="3" style="text-align: center; font-weight: bold;" | Pay & Invoice | + | ! colspan="3" style="text-align: center; font-weight: bold;" | Pay & Invoice Processing |
|- | |- | ||
| − | | | + | | colspan="3" style="text-align: center; font-weight: bold;" | Add Pay |
| − | |||
| − | |||
|- | |- | ||
| − | | | + | | colspan="3" style="text-align: center; font-weight: bold;" | Process Batch |
| − | |||
| − | |||
|- | |- | ||
| − | | | + | | colspan="3" style="text-align: center; font-weight: bold;" | Download Bank File |
| − | |||
| − | |||
|- | |- | ||
| − | | | + | | colspan="3" style="text-align: center; font-weight: bold;" | Email Payslips |
| − | |||
| − | |||
|- | |- | ||
| − | | | + | | colspan="3" style="text-align: center; font-weight: bold;" | Current Invoices |
| − | |||
| − | | | ||
|- | |- | ||
| − | | | + | | colspan="3" style="text-align: center; font-weight: bold;" | Add Invoice |
| − | |||
| − | | | ||
|- | |- | ||
| − | | colspan="3" style="text-align: center; font-weight: bold;" | | + | | colspan="3" style="text-align: center; font-weight: bold;" | Send Invoices |
|- | |- | ||
| − | | | + | | colspan="3" style="text-align: center; font-weight: bold;" | Export Pay Journals |
| − | |||
| − | |||
|- | |- | ||
| − | | | + | | colspan="3" style="text-align: center; font-weight: bold;" | Export Invoices |
| − | |||
| − | |||
|- | |- | ||
| − | | | + | | colspan="3" style="text-align: center; font-weight: bold;" | Sales Reports |
| − | |||
| − | |||
| − | |||
| − | |||
| − | |||
| − | | | ||
|} | |} | ||
Revision as of 00:06, 7 January 2018
About
The following is an overview of the Pay, Invoice and Report process in PinvoiceR and is designed to give a high level view of the steps involved.
Before you start
These are the prerequisites for Employees and Clients that are needed prior to commencing a pay run.
| Pay & Invoice Prerequisites | |
|---|---|
| + Add an Employee | + Add a Client |
| - Manage Employee Deductions | + Add a Client Location |
| + Assign to Division | |
| + Add Pay Code | |
==Pay & Invoice Processing
| Pay & Invoice Processing | ||
|---|---|---|
| Add Pay | ||
| Process Batch | ||
| Download Bank File | ||
| Email Payslips | ||
| Current Invoices | ||
| Add Invoice | ||
| Send Invoices | ||
| Export Pay Journals | ||
| Export Invoices | ||
| Sales Reports |
